Financially successful individuals and families may face more complex and significant risk.
TrueNorth's Private Client Group helps our clients understand these risks and provides personal risk management advice coupled with customized insurance solutions that fit the needs of our clients.
Each relationship begins with a discovery session to understand your specific needs and assess risks associated with your assets, liabilities and lifestyle. We will help you understand your unique exposures, review your current state of affairs and explain your options.
Your Private Client Consultant will develop risk management solutions, building a custom program that serves to protect your assets and lifestyle - all while addressing your unique needs. Once a plan is agreed upon, TrueNorth will implement the plan, place your coverage with the best insurance carriers in the market, and manage your insurance portfolio.
Throughout your relationship with TrueNorth, you will have a dedicated team to provide ongoing guidance and service. Our goal is to ensure your coverage and risk management advice keeps pace with your evolving needs.
We would welcome the opportunity to serve you. Please contact Joel Harris or Tara Widdel to learn more about TrueNorth's Private Client Group.
Personal Lines Agent, Private Client Specialist
TrueNorth Cedar Rapids (Headquarters)